History
Fuest & klein was founded out of a predecessor firm Landor & Fuest. The launch curated the firm to be more focused on the individual and family needs while integrating in a sophisticated manner the technology side of services. Delivering Wealth & Investment Management is more than just oversight of your financial assets or being your personal CFO, it has everything to do with being a trusted person in your life that helps, sometimes gently, sometimes more sternly, offer you, your family and heirs the advice you not only want, but need and deserve. These instances can be wealth transition, family guidance, a conversation about how to navigate a school system or just a conversation on how to maximize your travel budget.
Specialties
Most advisors do not speak with their clients more than four times a year. Our wealth management approach offers a perfect blend between personal service and technology. We do not believe that any one way is best for investors of today or tomorrow. We charge only on assets we manage, so as your assets grow, we aligning our interests, no product fees or other charges we get money from. We provide a high touch advisory solution that helps you with all aspects of your life, not just investments. Financial Planning || Wealth Management || Investment Management || Alternative Investment Management || The market is not monolithic. Sectors, styles, countries all come into and fall out of favor, not to mention the global inter-dynamic relationships of monetary and fiscal policies. No single approach is appropriate for all market environments, so the use of a multi-model approach: Fundamental Analysis, Quantitative Analysis and Technical Analysis. Investment Thought Model: Economic & Geopolitical Cycles - Performance of Sectors and Industries - Differing Security Income Classes - Tax Considerations In reality, there is not one true view of the world. At fuest & klein we apply a comprehensive understanding of macro and micro economics (both domestically and internationally), intensive underpinning market barometers and a synthesized view of the economic outlooks from leading Wall Street firms to create our own economic & portfolio strategy.